Vendor Management › Contacts › Manage Contacts

Manage Contacts

You can define, update, and delete contact records for key people or departments in which you have a business relationship. For example, you can define contacts as asset management staff, contract administrators, IT staff, manufacturers, vendors, and service providers.

Important! When you delete an object, you can no longer view the audit history for the object. We recommend that instead of deleting the object, you make the object inactive. Then, you can still view the audit history for the object.

Follow these steps:

1. Click Directory, Contact.
2. Perform one of the following actions.
3. Define a contact.
   1. Click New Contact.
   2. Enter the new contact information.
   3. Click Save.

   Note: You can also define a contact by copying an existing contact, supplying a new name, changing the information, and saving the new contact.

4. Update a contact.
   1. Search for the list of available contacts.
   2. Click the contact that you want to update.
   3. Enter the new information for the contact.
   4. Click Save.

   Note: You can also view the details for an object that is related to your contact, if the related object has a Browse icon. When you click the Browse icon, you leave the contact page and you navigate to the related object page. To keep the contact page in view and preserve the contact information, right-click the Browse icon and select Open Link in New Window. Close the new window when you are finished viewing the related object details.

5. Delete a contact.
   1. Search for the list of available contacts.
   2. Click the contact that you want to delete.
   3. Click Delete and confirm that you want to delete the contact.